Setting Up Your Milestone Campaign: Anniversaries

Anniversaries are key moments to recognize loyalty and dedication. With automated anniversary campaigns, you can ensure every team member receives thoughtful recognition on their work anniversary—without the need for manual tracking.

🛠️ How to set up an anniversary campaign

1. Choose the gift you would like to feature in your campaign.

You have the option to create a tiered Anniversary campaign based on employees' tenure with the company—learn more about this process here!

Additionally, if you wish to establish multiple Anniversary campaigns for different groups (such as one for your C-Level Team and another for your Mid-Level Team), you can easily do so by repeating this step for each group!

2.After selecting your gift, proceed by choosing "Automated Milestones" as your subscription type and then select "Anniversary."

3. Next, you will be prompted to add your recipients. You have several options to do this:

- Click on "Add New Contact" to manually enter the information for individuals. If you need assistance with this process, please refer to our article on How to Create a New Contact.

- Select individuals from your existing contact list by simply checking the box next to their names.

- Alternatively, you can create a new roster by inputting the details of multiple individuals at once. For guidance on this method, check out our Adding Multiple Contacts article.

4. After adding your recipients, you will be directed to a page that will inform you if any recipients are missing their anniversary dates. If all recipients have valid dates, you will be able to proceed to the next step.

5. Compose your anniversary gift message.

6. Choose your start date for the campaign.

For milestone campaigns, the primary distinction lies in the "start date" options available to you:

- **Immediate Start**: Your subscription will activate right away, and recipients will receive their anniversary emails on the date you initiated the campaign.

- **Future Start Date**: You can select a specific date for your campaign to commence, with emails being sent out at that designated time.

We recommend setting a future start date for the day after you create your campaign (for example, if you set up your campaign on August 1st, choose August 2nd at 9:00 AM). This approach ensures that your recipients receive their anniversary emails promptly at the beginning of their special day!

7. After entering your payment information, click on "Place Order" to finalize your campaign setup. Your automated anniversary campaign will then be activated and ready to deliver gifts to your recipients!

🔄 What happens next?

Once your campaign is live:

The platform will automatically check for upcoming anniversaries
It will send the selected gift to each eligible recipient based on the timing rules
All activity is visible in your Orders tab
Recipients can leave feedback via the Gratitude tab

🔍 How to manage your campaign

You can:

Edit the gift collection, message, or delivery timing at any time
Pause the campaign temporarily
Replace or update recipient data without disrupting the campaign flow

🧠 Pro Tips

Use a Contact Group called “Anniversaries” to easily manage eligible recipients
Combine with Care Profiles to ensure future gifts match evolving preferences
Celebrate specific milestones (like 1, 3, or 5 years) by switching to a Tiered Anniversary Campaign

Want to evolve this into a more personalized strategy? Explore tiered anniversary campaigns →